Geller Advisors LLC Ishares Russell 1000 Val ETF Transaction History

Geller Advisors LLC

  • $1.44 Billion
  • Q3 2024

A detailed history of Geller Advisors LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Geller Advisors LLC holds 388,498 shares of IWD stock, worth $72.5 Million. This represents 5.12% of its overall portfolio holdings.

Number of Shares
388,498
Previous 380,182 2.19%
Holding current value
$72.5 Million
Previous $66.3 Million 11.17%
% of portfolio
5.12%
Previous 4.95%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 15, 2024
BUY
$173.36 - $189.8 $1.44 Million - $1.58 Million
8,316 Added 2.19%
388,498 $73.7 Million
Q2 2024

Aug 13, 2024
BUY
$169.4 - $179.05 $5.76 Million - $6.09 Million
34,019 Added 9.83%
380,182 $66.3 Million
Q1 2024

May 14, 2024
SELL
$161.84 - $179.11 $7.92 Million - $8.77 Million
-48,939 Reduced 12.39%
346,163 $62 Million
Q4 2023

Feb 14, 2024
SELL
$143.69 - $165.7 $7.52 Million - $8.67 Million
-52,322 Reduced 11.69%
395,102 $65.3 Million
Q3 2023

Nov 13, 2023
SELL
$151.73 - $163.56 $948,160 - $1.02 Million
-6,249 Reduced 1.38%
447,424 $67.9 Million
Q2 2023

Aug 09, 2023
BUY
$148.55 - $157.83 $12,626 - $13,415
85 Added 0.02%
453,673 $71.6 Million
Q1 2023

May 12, 2023
SELL
$145.2 - $161.56 $296,062 - $329,420
-2,039 Reduced 0.45%
453,588 $69.1 Million
Q4 2022

Feb 14, 2023
BUY
$136.78 - $158.99 $19.6 Million - $22.8 Million
143,332 Added 45.9%
455,627 $69.1 Million
Q3 2022

Nov 10, 2022
SELL
$135.99 - $161.15 $14.1 Million - $16.8 Million
-103,998 Reduced 24.98%
312,295 $42.5 Million
Q2 2022

Aug 10, 2022
BUY
$140.99 - $168.41 $58.7 Million - $70.1 Million
416,293 New
416,293 $60.4 Million

Others Institutions Holding IWD

# of Institutions
1,716
Shares Held
256M
Call Options Held
606K
Put Options Held
653K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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